SENTINEL PENSION ADVISORS
57 known aliases resolved via the canonical alias map
Market position · 2024
Plans served273+17 YoYRank #90 of mapped providers
Assets under administration$10.7B0.0%Market share · rank #1113
Fees received$13MMedian $34,965/planSum across Schedule C direct + indirect
Net wins YoY+2042 won · 22 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SENTINEL PENSION ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where SENTINEL PENSION ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Consulting (general); Participant loan processing; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 222 | $24,823 | |
Investment management fees paid directly by plan; Investment advisory (plan); Investment managementCode 27 | 64 | $30,492 | |
Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 24 | $34,841 | |
Investment advisory (plan); Investment management fees paid indirectly by plan; Investment advisory (participants); Investment management fees paid directly by plan; Consulting (general)Code 16 | 9 | $24,859 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); ActuarialCode 11 | 7 | $27,835 | |
Direct payment from the plan; Contract AdministratorCode 13 | 7 | $14,852 | |
Other feesCode 99 | 3 | $54,085 | |
Shareholder servicing fees; Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Participant loan processing; Recordkeeping feesCode 14 | 2 | $25,991 |
Competitor overlap
Percent of SENTINEL PENSION ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SENTINEL PENSION ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
MANHATTAN UNIVERSITYNY · 131740468-001 | O'CONNOR DAVIES, LLP | $291M |
SENTINEL BENEFITS GROUP, INC.MA · 043015875-001 | FORVIS, LLP | $69M |
HAUG PARTNERS LLPNY · 133963911-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $55M |
WS ASSET MANAGEMENT, INC.MA · 042745768-001 | THE KELLIHER CORBETT GROUP | $54M |
MAINE CENTER FOR CANCER MEDICINE & BLOOD DISORDERS, P.A. D/BME · 010357684-001 | MARCUM LLP | $42M |
FISHER COLLEGEMA · 042005934-001 | TIAA | $33M |
TONNESON & COMPANY, PCMA · 042943536-001 | (new plan) | $30M |
AMERCAREROYAL, LLCPA · 231540260-002 | DILLON AND ASSOCIATES | $29M |
FXCOLLABORATIVE ARCHITECTS LLPNY · 262093610-001 | USI CONSULTING GROUP | $27M |
ISLAND FEDERAL CREDIT UNIONNY · 111814791-003 | (new plan) | $21M |
Plans lost in 2024
Appeared last year under SENTINEL PENSION ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
ENTERPRISE BANK AND TRUST COMPANYMA · 042993547-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $112M |
CURTIS, MALLET-PREVOST, COLT & MOSLE LLPNY · 135018900-002 | (new plan) | $110M |
GELFAND, RENNERT & FELDMAN, LLCCA · 815179315-001 | (new plan) | $78M |
UFCW LOCAL 1776 & PARTICIPATING EMPLOYER PENSION FUNDPA · 236461717-001 | WELLS FARGO BANK, N.A. | $72M |
CLEVER DEVICES LTD.NY · 112908781-001 | GLOBAL RETIREMENT PARTNERS LLC | $61M |
WILSON LANGUAGE TRAINING CORPORATIONMA · 043203255-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $52M |
JAYNES COMPANIESNM · 850172050-001 | BOKF, NA | $33M |
NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C.NM · 850291612-001 | ASCENSUS LLC | $27M |
SERVICE FIRST INSURANCE GROUP, LLCFL · 593678069-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $26M |
EMPIRE OFFICE, INC.NY · 131945763-002 | MUTUAL OF AMERICA SEC. CORP LLC | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ONEONCOLOGY, LLCTN · 823416811-001 | $585M | 9,556 | $820,790 | 5y | 1 |
CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC.MA · 431987409-003 | $490M | 762 | $283,456 | 10y | - |
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLANWI · 396069053-001 | $475M | 14,962 | $0 | 9y | - |
MANHATTAN UNIVERSITYNY · 131740468-001 | $291M | 1,195 | $78,750 | 1y | - |
THE COLONY GROUP, LLCMA · 900751149-001 | $269M | 638 | $18,148 | 5y | - |
EASTERN RESEARCH GROUP, INC.MA · 042807100-001 | $218M | 991 | $124,433 | 10y | - |
SARAH LAWRENCE COLLEGENY · 237223216-001 | $192M | 1,280 | $45,000 | 8y | - |
NEMAK USA, INC.MI · 621298183-001 | $189M | 2,767 | $605,854 | 5y | - |
NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND)NY · 043259154-001 | $179M | 818 | $50,000 | 10y | - |
BOWMAN CONSULTING GROUP, LTD.VA · 541762351-001 | $165M | 2,635 | $214,818 | 10y | 1 |
Flag exposure
82.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (57)
Raw Schedule C names collapsed into SENTINEL PENSION ADVISORS.
- SENTENEL PENSION
- SENTINAL BENEFITS GROUP, INC.
- SENTINAL PENSION LLC
- SENTINEL ADVISORS
- SENTINEL BEMEFITS GROUP, INC.
- SENTINEL BENEFIS GROUP, INC.
- SENTINEL BENEFIT GROUP
- SENTINEL BENEFIT GROUP, INC,
- SENTINEL BENEFIT GROUP, INC.
- SENTINEL BENEFIT GROUP, LLC
- SENTINEL BENEFITS
- SENTINEL BENEFITS & FINANACIAL GROU
- SENTINEL BENEFITS & FINANCIAL GROUP
- SENTINEL BENEFITS & FINANCIAL GRP
- SENTINEL BENEFITS AND FINANCIAL
- SENTINEL BENEFITS AND FINANCIAL GRO
- SENTINEL BENEFITS AND FINANCIAL GRP
- SENTINEL BENEFITS GOUP, INC.
- SENTINEL BENEFITS GOUP, LLC
- SENTINEL BENEFITS GROUP
- SENTINEL BENEFITS GROUP INC
- SENTINEL BENEFITS GROUP INC.
- SENTINEL BENEFITS GROUP LLC
- SENTINEL BENEFITS GROUP, IN.C
- SENTINEL BENEFITS GROUP, INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SENTINEL PENSION ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 8 | 2.93% | 7.76% | -4.83 pp |
| Fidelity bond gap | 9 | 3.30% | 26.94% | -23.64 pp |
| Late contributions | 69 | 25.27% | 1.71% | +23.56 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 38 | 13.92% | 1.76% | +12.16 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SENTINEL PENSION ADVISORS. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).